team.stpierre.ai · daily scoreboard

Scoreboard

Week of July 27, 2026
Three parts of the business · what we did, and what it got us
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The three parts of the business

what we did this week · what it got us · compared with last week

Marketing

Are we putting work out, and is it turning into leads?

What we did
Posts published
0
last week: 0 ±0
Posts that actually went live on Instagram, YouTube or Facebook.
What we got
New leads for us
0
last week: 4 ▼4
New potential customers for our own business. Leads we generate for our clients don't count.
Who does the work
  • Making and posting content
Technical details (for the team)
rolemetric keysourcenote
leadmarketing.content_shippedsp_content publish dates (Instagram, YouTube, Facebook)
lagmarketing.leads_generatedsp_sales_stage_events (first entry into lead_in, St. Pierre pipeline)
departments
content-strategy

Sales

Are we starting conversations, and are they turning into calls?

What we did
Conversations started
2
last week: 26 ▼24
New people we reached out to for the first time.
What we got
Appointments booked
0
last week: 0 ±0
Sales calls that got booked on the calendar.
Who does the work
  • Reaching out to prospects + handling replies
  • Sales forecasting
Technical details (for the team)
rolemetric keysourcenote
leadsales.conversations_startedsp_messages (first outbound touch per thread, St. Pierre only)
lagsales.appointments_bookedsp_calendly_events + sales_appointments business='stpierre' (booked date; test, cancelled and Calendly-duplicate rows excluded)
departments
outbound-reply-triage, sales-projections

Delivery

Are we closing out the work, and is cash following?

What we did
Client requests handled
43
last week: no data
Client requests and issues we closed out.
What we got
Cash flow
−$1,095
last week: −$531 ▼$564
Money that came in minus what it cost to run the business.
Who does the work
  • Client work + support (EyeFly)
  • Tracking the money
Technical details (for the team)
rolemetric keysourcenote
leaddelivery.tickets_resolvedv_ticket_resolution_daily
lagdelivery.cash_flowbusiness_transactions (Income + Expense; owner draws excluded)
departments
client-delivery-cs, finance
Behind the scenes — 2 housekeeping jobs · keeps things running; no weekly score
Keeping the customer database clean
Data exceptions resolved within 24h. — this week: 0 (crm.data_exceptions_resolved_24h)
Active deals with an assigned agent + a dated next action. — this week: 4 (crm.active_deals_with_next_action)
Getting new clients set up
Onboarding requirements completed by their due date. — this week: no data yet (onboarding.requirements_completed_by_due)
Clients launched within the service-level target. — this week: no data yet (onboarding.clients_launched_within_sla)